The $900,000 Boat Slip: Cape Coral Retirement Reality
Retiring to Cape Coral with a $900,000 portfolio and a waterfront home sounds idyllic, but the true cost includes tax...
Using Compound Interest To Plan For Retirement
Learn how to use compound interest in your retirement planning, ensuring a comfortable and financially secure future.
23,811 articlesEnrolling Medicare While Still Working Triggers HSA Tax
Late-career workers who enroll in Medicare while still employed and continue HSA deposits risk a 6% annual excise tax...
Mindy Armstead Says Fans Overlook Families Behind the Game
NFL loyalty runs deep, but the families behind the game often carry unseen costs. This article digs into Mindy Armste...
You’re with $250K Sitting? 3 Funds That Put It to Work
Inflation remains a headwind for cash savers. This report outlines a three-ETF approach designed for someone who’s ne...
Couple Wants Sell Rental: Spreading Gains with 1031
Two-year lookback rules can increase Medicare bills after a rental sale. This piece explains how a 1031 exchange or i...
Average Retiree Household Spends: Where the Money Goes
New data show the average retiree household spends around $65,354 annually, with Social Security covering roughly two...
Working Past $6,000 Senior: Phase-Out Penalties Hit Retirees
A new $6,000 senior tax deduction comes with an income-based phase-out that can trim or erase relief for those who wo...
67-Year-Old with Million 401(k) Faces Big RMD Tax Hit
A 67-year-old with million 401K confronts looming RMDs that could produce a six-figure federal tax bill. Experts say ...
Pension Funds Invest Crypto: A Market Shift in Retirement
A growing wave of pension funds is diversifying into crypto through regulated vehicles, signaling a major shift in re...
This Wicked Weird Grieving: Widow's $1.1M Cruise Art
A widow spent $1.1 million on cruise-ship art in the years after her husband’s death, shining a light on grief-driven...
NRMLA’s Steve Irwin on What Lenders Face in 2026
NRMLA president Steve Irwin outlines a tougher operating climate for reverse mortgage lenders in 2026, even as tech a...
The Surviving Spouse with $1.4M Faces Widow Penalty
A widow with $1.4 million in retirement assets faces a tax cliff once her spouse dies. The IRS treats her as a single...
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